Two tankers struck by projectiles in Strait of Hormuz off Oman

Impact verdict

Medium impact. Loss pathway: hull damage and possible total loss of struck tankers and the LNG carrier, cargo loss on laden crude and LNG volumes, war risk hull/cargo/energy liability across Strait of Hormuz transits, and potential rerouting. Evidence: three simultaneous commercial-vessel strikes in a chokepoint handling a material share of global oil and LNG, with US official attribution to a state actor. Limit: no confirmed total losses, casualty figures, or insured loss quantum; impact escalates to HIGH only if hull total losses with major cargo loss or sustained disruption to Hormuz transits materialises.